Adding Categories and Tags

WordPress allows you to sort your posts into categories and tags. These taxonomies help you organize your content into sections and topics.

They also help with SEO and make it easier for your users to find the content they are looking for.

The categories and tags meta boxes are located in the right-hand column, under the Document settings.

Adding Featured Image

A featured image (also known as post thumbnail) is the main article image which represents the content. They’re prominently displayed on your website on single posts, blog archive pages, as well as on the homepage of news, magazine, and blog websites.

Almost all WordPress themes support the featured image functionality. You will find the option to add a featured image to your post in the right column under the Document settings.

Simply click on the ‘Set featured image’ button and then select or upload the image you want to be used as the featured image.

It’s important that you don’t confuse featured images with cover images which is a new feature. See our article on cover image vs featured image for more details.

Adding Excerpts (Article Summary)

Excerpts are the summary of a blog post or article. Most WordPress themes can automatically generate the excerpt from the first few lines of your post.

However, this automatic excerpt may not always be meaningful or catchy. In that case, you may want to manually add an excerpt.

You can do so by adding it in the excerpt box located under document settings column on the right.

Changing Post URL Slug or Permalink

By default, WordPress uses SEO friendly URLs for your blog posts. It automatically uses your post’s title as the permalink.

However, some users may want to change it to be more SEO and user friendly. There are two ways to do that.

You can click on the post title, and you’ll notice the option to change the permalink above the title field. Alternatively, you can change it from the Permalink tab under the document settings column.

Changing Author

If you run a multi-author WordPress site, then you can also change a post’s author and assign it to a different author on your website.

You will find the option to change author under the ‘Status and Visibility’ tab in the right column.

Turn Comments On / Off

WordPress comes with a built-in commenting system that allow users to leave comments on your post. You can turn off comments for individual posts from the Discussion tab under the Document tab.

You’ll also see the option to allow pingbacks and trackbacks. These allow you and other blogs to notify each other when they link to an article.

7. Pending review option will add a custom status next to your post as ‘Pending review’. This feature is particularly helpful on multi-author blogs where contributors can just save posts and not publish them.

8. If you want to delete a post, then you can click on ‘Move to trash’ button. WordPress will send the post to trash. Deleted posts will remain in the trash folder for upto 30 days. After that, they will be deleted permanently.

Edit Screen Options

WordPress allows you to show and hide panels from the edit screen. You can do so by clicking on the three-dot menu at the top-right corner of the screen and then clicking on the ‘Options’ button.

This will bring up a popup where you can check or uncheck the panels.

Other Post Edit Screen Options

There are many other options on the post edit screen. Most of them are related to the appearance of the post edit screen and the editor itself.

Let’s explore them.

When you click on the three-dot menu icon at the top right corner of the screen, you will see options to move block toolbar to the top, spotlight mode, fullscreen mode, switch between visual editor or code editor, manage reusable blocks, and keyboard shortcuts.

Next to it, you will see a button with the gear icon. Clicking on it will show/hide the right document and block settings column.

On the top-left corner of the screen, there are a few more buttons. First, from the right, you will see the block navigation button which allows you to quickly jump to a block in your post.

Next, you will see the information icon. Clicking on it will show you post stats like the number of words, paragraphs, headings, and blocks.

After that, you have Undo and Redo buttons which allow you to undo changes you made to your posts before saving or publishing them.

Finally, you have the add block button which allows you to insert blocks to the post editor.

The default WordPress editor is quite powerful.

We encourage you to explore it on your own when writing blog posts and pay attention to the individual block settings. Each block has different settings, and you’ll discover a lot of neat tricks there.

Creating a New Post in WordPress Using The Classic Editor

The classic editor will be supported until the end of 2021, and we strongly recommend all users to create a plan for switching to the new WordPress editor.

Title and Content Boxes

In the classic editor, title and content boxes are the most noticeable areas on the Add New Post screen (see the screenshot below).

Yours might look slightly different depending on whether you are using the visual or the text editor.

You can switch between visual and a text editor while writing a post, but we do not recommend switching as this could mess up your post’s formatting.

Visual Editor is a beginner friendly text editor with formatting buttons and a nice visual layout for the content area. On the other hand, the text editor is a plain text editor where you can actually see the HTML or write your own.

The first text area on the top is where you add the post title. If you are using SEO Friendly URL structure, then WordPress will auto generate the post URL based on your title. You can edit the URL by clicking on the edit button.

The content area is where you will write your post. You can use the formatting options from the toolbar or use one of the many keyboard shortcuts available which will speed up your writing process.

As you write, WordPress will automatically save a draft of your post. This autosave is stored in your WordPress database temporarily.

As soon as you save your draft or write more content, WordPress cleans up your autosave temporary draft and replaces it with a new one. This process ensures that you do not lose your content due to internet connection or hardware failure. See our guide on how to undo changes in WordPress with post revisions.

The post editor shows your current draft and autosave status in the footer next to word count.

Add Images and Media

Between the title and content fields, there is a large Add Media button. You will need to click on it when you want to upload an image or any other media to your WordPress post. This will launch the media uploader in a popup window.

Simply click on the select files button to upload images or any other media to your WordPress site. You can also create image galleries and audio playlists from uploaded files.

Publishing Options

The WordPress post edit screen is divided into two columns. The column on your left contains the post title and content editor. On your right-hand side, you have different meta boxes to configure post settings.

The top meta box in this column is labeled Publish. This is where all the publishing options for your posts are managed.

1. Save Draft button stores a draft of the post or page that you are working on. WordPress also auto-saves your posts as you write them.

2. Preview button shows a live preview of your post. You can use it to see how your post will look after publishing.

3. Status allows you to set a status for your post. WordPress automatically handles post status for drafts and published posts. Unless you are using a plugin to add custom statuses, you don’t need to worry about this option.

4. Click on the Edit link next to visibility to expand it. The first option under visibility will allow you to make your post sticky on front-page. Sticky posts in WordPress are like featured content that are displayed on top of all other posts.

6. The third option under visibility is labeled private. This allows you to privately publish a post on your WordPress site. The private posts will be visible to users who have the editing privileges on your site.

8. Move to trash allows you to delete a WordPress post. Deleted posts live under trash, and you can restore them if you need to for up to 30 days.

9. Finally, the publish button makes your WordPress post public. Remember if you scheduled a post, then it will appear on your site on the scheduled date and time.

Adding Categories and Tags

You can sort your posts into categories and tags. The categories and tags meta boxes usually appear in the right-hand column below publish meta box.

Categories and tags help you organize your content in a meaningful and browsable format.

Not only does it help users easily find your content, it also boosts your site’s SEO. See our guide on the difference between categories and tags and how to use them to sort your content.

Featured Image (Post Thumbnails)

Most WordPress themes support featured images or post thumbnails for articles. Usually, it is the last box in the right column on your post edit screen.

Simply click on set featured image link, and it will bring up the media uploader popup. You can select an image from your previous uploads or upload a new image from your computer. For more detailed instructions, see our guide on how to add featured image or post thumbnails in WordPress.

Screen Options

Some of the options on the post edit screen are hidden by default to present a cleaner and simpler editing experience. These options are not commonly used by beginners. However, you may need them later.

Simply click on the Screen Options button on the top right corner of the page. This will show a menu with checkboxes next to option names.

As you can see some of the options will already be checked. For the others, you can display them by clicking on the checkbox next to an option name, and it will appear on your post edit page.

Let’s take a look at some of these options and what they do.

Excerpts

Checking this box adds a meta box below your content editor. You can use this box to add a short summary or excerpt for your post.

Send Trackbacks

If the other blog owner is running WordPress, then you don’t need to send them trackbacks. Your WordPress site will automatically send them a ping when you publish the post.

Trackback feature is misused by spammers so much that many site owners simply disable them. We have an article on dealing with trackback spam in WordPress.

Custom Fields

This option will display a user interface for custom fields below your post editor. You can use it to manually enter custom information in your posts. See our WordPress custom fields 101 guide for beginners to learn more.

Discussion

While comments are a great way to engage your audience, sometimes you may not want to have comments on a specific post or a page.

Slug

WordPress automatically generates a post slug and displays it as the post URL just below the post title. You can edit the URL slug by clicking on the edit link below the post title.

You can also enable the slug option from the Screen Options and edit your post slug there.

Author

WordPress will automatically assign you as the post author when you create a post. However, sometimes you may want to show another user on your WordPress site as the author. Enabling the author checkbox allows you to do that from the post edit screen.

Options Added by WordPress Plugins

So far we have only explained the default WordPress post edit settings. Many WordPress plugins will also add their own settings panels on the post edit screen.

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